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Aubrey Capital Management’s TSMC TSM Stock Holding History

Aubrey Capital Management’s Portfolio TSM Stock Details TSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.64M Buy
16,000
+1,440
+10% +$584K 4.79% 6
2026
Q1 		$4.92M Buy
14,560
+12,560
+628% +$4.32M 2.64% 11
2025
Q4 		$600K Buy
+2,000
New +$587K 0.24% 51
2022
Q2 		– Sell
-5,799
Closed -$619K – 74
2022
Q1 		$619K Buy
+5,799
New +$678K 0.35% 36

Other funds holding TSM

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Aubrey Capital Management's TSM Position: Q2 2026 in Review

Aubrey Capital Management increased its TSMC (TSM) stake by 9.9% in Q2 2026, buying an estimated $584K and bringing the position to 16,000 shares worth $7.64M. The position accounts for 4.79% of the portfolio, ranked #6.

Aubrey Capital Management first reported a position in TSM in Q1 2022 and has held it in 4 quarters since. 1,237 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Aubrey Capital Management held 16,000 shares of TSMC worth $7.64M as of Q2 2026.
  • Aubrey Capital Management bought 1,440 TSMC shares in Q2 2026, an estimated $584K.
  • TSMC made up 4.79% of Aubrey Capital Management's portfolio in Q2 2026, its #6 holding.
  • Aubrey Capital Management first reported a position in TSMC in Q1 2022 and has held it in 4 quarters since.
  • 1,237 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Aubrey Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.